Procurement Options

Part-Ship Purchase OrdersSelect if you wish to receive part-shipments on a purchase order. When disabled, purchase orders will only be able to be posted as a single QBO Invoice.

Vendor Invoice Date SourceSelect the date source for the QBO Purchase Invoice. Default is the Purchase Order date if no other option is selected.When the selected option is not updated in a Purchase Order, the default date will revert to the Purchase Order Date.

Inventory

Expenses

Expense Tax Entry (Tax Inclusive / Exclusive)Select when expenses are entered into ConnectWise as Inclusive of any Tax.

Expense Tax CodeDefault Expense Tax Code applied to Expenses

Expense Grouping (Member ID)*Select to Group Expenses by Week for Each Member.

Save Reimbursable Expenses as Option:Select to Save Expense Bills as a Draft or Approved Bill.

Save Company Paid Expenses as Option:Select to Save Expense Bills paid by a Company Account as > Offset Account (Paid Bill) - Bill will be created, but total will be cleared to nominated Offset Account > Draft Bill - Bill will be created in Draft Status > Approved Bill - Bill will be created in Approved Status